Investment Q&A

Q: Did you see the video by Mohnish Pabrai (buffet-mimicker) where he talks about CSU being at a price where he would jump in ie 2300 range vs SP 500 and his meeting with the former ceo. He stated that they look at 50-70000 companies per 2 year cycle and estimates that 2% or so might be up for grabs( due to retirement ceos etc). He feels like you have mentioned that AI MIGHT be a significant tailwind for them. I have held for over 15 years and bought some along the way but wondering about accumulating new shares-- is 2300 a good price for accumulation ? This time i think i will also add some in my tfsa due to the tax consequences. Incidentally he has a 5% holding in his wagon equity etf, and he holds topicus and i think lumine group as well. Thanks for all the great suggestions over the years , really appreciate it.

Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold

Thx Yves

Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Q: Good day.

The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?

Thanks.

Q: What are the lessons learned on these to avoid in future on the above stocks. All of these were unfortunately full positions over many years.

Q: Would it be possible for this group to be taken private with the low valuation of the stock?

Thx

Q: Any news which would sink CSU 5% today? NBIS/NVDA deal? Thanks.

Q: Did 5i have a chance to listen to the conference call from CSU and if so was there anything of note for members to know?Also any insider buying in any of CSU or LMN or TOI? post earnings?
Thx

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: Dear Awesome team:

A different type of a question on the most frequently mentioned stocks on 5i !

Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?

Q: CSU just posted quaterly report today. Your thoughts on results and going forward. Thanks.
Robert

Q: Hi gang at 5i.....just wanted to say thank you. A few weeks back you guessed on a capitulation price on CSU. You said maybe $2,200. I bought some around the $2270 mark or so. The low turned out to be $2,196.. looks like you missed it by $4 LOL. Keep up the good work

Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J

Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP

Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?

Q: If you had a choice which would you prefer to purchase right now, CSU or CSU.DB.
Thank you
Gord

Q: It's been a while since you've been asked about this company specifically.

I don't really want to sell companies hit by the software scare, but I am thinking of opportunity cost and perhaps switching the money in KXS to something in the same sector with more upside potential (eg. CSU).

Can you comment on KSX and, if you would make this move, one or two companies to switch into.

Q: CSU bought 10.6 million more SABR shares at about $1.16 each.
• They now own 50.2 million shares, or 12.7% of the company.
• CSU is now Sabre’s second‑largest shareholder.
TD anaylist think CSU wouldn’t buy this much unless they see a big opportunity to create value.
They hint that:
• Software valuations have dropped because of AI fears.
• That makes it a good time for CSU to buy distressed companies cheaply.
TD analysts think CSU may be preparing a recapitalization — basically a financial rescue that could include:
• Debt-for-equity swap (creditors get shares instead of debt)
• Spin-out structure like CSU used for Topicus (TOI) and Lumine (LMN)
• Some new creative structure CSU hasn’t used before
it’s about Sabre being broken, and CSU being one of the few companies skilled enough to fix it.

An Advisor on Bnn actually has CSU as a top pick today.
In view of the events that are occurring would this be a good time to leverage down on CSU in a tax free account.
Thank you for your great help and thanks Rick